Fee-Only Financial Advisor in Columbia, SC
Harper Financial Planning is Columbia’s only independent, local fee-only financial planning firm with no asset minimums. We provide hourly, flat-rate and asset-based financial planning and wealth management both in person (locally) and virtually (nationwide).
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What Makes Us Different?
We are a fee-only fiduciary firm that puts you first. This means our only compensation comes directly from you, not from commissions or incentives tied to selling specific financial products.
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Services Overview
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$375/hr
For the DIYers who need a little direction or have a specific planning need to address.
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$2,500*
For those who need a one-time financial plan but plan to execute it and handle investment management on their own.
*can be more based on complexity
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Plan Cost + Investment Management Fee (1% or less)
For those who want to hand over the reigns and delegate the planning and implementation to a professional.
Contact Us
So, you’ve made it this far.
You’re probably here because a friend referred you, or because you’ve been searching for a fee-only fiduciary financial advisor. If you were referred, I’m honored that someone trusts me enough to introduce us — and I hope to provide you with just as exceptional an experience. If you found me through your own research, I commend you. It’s not easy to find an advisor who isn’t incentivized by commissions or sales quotas, especially at larger firms. And it’s even harder if you have less than $1 million in investable assets.
I hope I’m what you’re looking for — whether that’s hourly financial planning, flat-fee planning, or investment management. I offer both one-time and ongoing services, with or without investment management.
My goal has always been to create a place where clients feel free to reach out as much or as little as they’d like, without pressure to buy specific products. I provide financial planning as a core service, and investment management as an additional offering for those who want it.
Maybe you’re early or mid-career and want to invest wisely. Or maybe you’re well into retirement and thinking about how to make your assets last and leave a legacy. Wherever you are, I’d love to partner with you and help free up your time and energy to focus on what matters most.
If you’ve been thinking about reaching out, now’s a great time to take that next step. I’d love the opportunity to meet and see if we’re a good fit.
– Kyle